SAFAL PLAST ERP. for plastic and rubber industries

Transcription

1 SAFAL PLAST ERP for plastic and rubber industries

2 SAFAL INFOSOFT PVT. LTD. In ERP Technology from last almost 10 years First in Gujarat certified with ISO/ IEC 27001:2005 and UKAS accreditation from Bereau Veritas in IT ERP Industries Best ERP Brand in Gujarat Brand Achiever's Award 2015 All India Business & Community Award Business Excellence 2011 Nominated Leaders of Tomorrow Award 2012 As per the survey conducted by CIO Review magazine SAFAL ERP is one of the most promising company from India Specialized in Engineering, Metal/ Steel, Casting, Food, Cement, Polymer and Infrastructure industries Having thousands of satisfied users around the globe. Presence in overseas market like USA, Malaysia, Canada, Kenya & Tanzania

3 INDUSTRY CHALLENGES Fetching Live Data from Machine Using RS 232 / USB Port. MRP-1 (Material Requirement Planning = Material Planning) & MRP 2 (Manufacturing Resource Planning = Manpower + Machine + Finance Planning) Formula Management for Area & Weight Calculation for Various Finish Goods like Tarpaulin, Geo Textile, Rubber & Woven Industries Batch Number and Bar Code Generation for Each Finish Goods Multi Level Scheduling of Production for Detailed Analysis and for Best Output. Management of Process wise By Products For Some Plastic Industries ECN (Engineering Change Note), Which Might Come After Production Planning & During Production. Plant specific Bill of Material with Process Route Card.

4 SAFAL PLAST ERP TREE VIEW

5 MARKETING MANAGEMENT Forms Description Fields to be used Lead Management Forecasting Inquiry Offer Customer s PO Order Acknowledgement Use to maintain leads data along with follow-up and document attachment Use to generate yearly, monthly sales forecasting and recovery forecast In this form fill up customer s Inquiry with product details and other terms mention by client. Two options are given to generate offer. One is DIRECT mode and second is Against INQUIRY. Within the offer you can attach specification and accessories details along with item photographs. Here you can enter customer s PO details along with terms and conditions mentioned by client in PO. Through OA you can generate acknowledgement letter / order acceptance as well as proforma invoice. This form is also useful to generate internal order of assembly or sub assembly. Party Details, Item Name, Lead Source, Taken By etc Category, Item Name, Qty, Amount, From Date, To Date, Customer, Note etc Category, Inq. Date, Customer, Inq. By, Inq. Ref., Sales Person, Item, Quantity, Specification, Quote Date, Status, Loss Reason, Follow up, Attachments, Reminders etc Category, Date, Customer, Est. Delivery Date, Item, Quantity, Rate, Sales Executive, Encl., Basis of Rate, Taxes and Duties, Inspection, Mode of Dispatch, Insurance, Validity, Payment Terms, Delivery Terms, Transportation, Packing Spec. etc Category, Date, Customer, Ref No, Customer Specification for Item, Marking, Scope, Pecking, Delivery Period, Shipment Inst., Communication, Quality Docs, Payment Follow ups, Terms and Conditions etc Category, Customer, Date, OA Type, Rev Date, Login Date, Rev No, Delivery At, Freight, Discount, Dispatch Mode, Contact Person, Credit Terms, Road Permit, Transportation, Attachments, Reminders etc

6 PURCHASE MANAGEMENT - I Forms Description Fields to be used Indent Inquiry Quotation Order In this form data comes after MRP execution from production planning for the items which are not sufficient in stock. Here data can be come from Planning / Manual or based on Minimum Stock Level for inventory items In this form company generate inquiry to various suppliers for purchase indent items. Here enter supplier s quotation which is received on the base of inquiry. After this stage you can have quotation comparison based on various criterias. Purchase order can be against quotation / indent or direct without any reference. Here you can have reference prices of last purchases. Here you can access item ledger to check item s movement. Category, Date, Department, Item Name, Quantity, Lead time, recommended supplier, Special features of item, available stock, remark etc Category, Date, Supplier, Item, Quantity, Availability, Specifications, Attachments, Reminders etc Category, Date, Supplier, Reff No, Item, Quantity, Rate, Amount, Remark, Valid upto, Payment terms, Credit Days, Form Type, Note and applicable charges Category, Date, Supplier, Item, Qty, Order Type(Import/Local), In case of Import then LC Detail, Shipping Detail, For Local Purchase use Purchase Executive, Freight, Discount, Mode of dispatch, Contact Person, Transportation, Road Permit, Excise etc

7 PURCHASE MANAGEMENT - II Forms Description Fields to be used Inward GRN Goods Receipt Note Final Purchase Purchase Return After given purchase order material comes at your company s location here material should be inward From INWARD data might be go to INWARD QC if the in warded item is QC enabled. After Inward OR Inward QC material will come to GRN form. If material is coming from Excisable traders then mfg bill detail will enter here. Deviation procedure is also available for any transaction. Final purchase is required to enter supplier invoice. From here data will move to account payment. In Purchase Return form enter goods return to supplier entry in case of rejection in qc or over quantity supply etc Category, Date, Supplier, Item, Weight, Book At, Driver Name, License No, LR Date, LR No, Destination, Transporter, Attachments, Document Settings, Packing etc Category, Date, Supplier, Item, Weight, Book At, Driver Name, License No, LR Date, LR No, Destination, Material Name, Quantity, Transporter, Attachments, Document Settings, Packing etc Category, Date, Supplier, Bill No, Bill Date, Item, Rate, Amount, Tax, Other Charges, Purchase Type, Credit Type, Credit Days, Remark etc Category, Date, Supplier, Bill No, Bill Date, Item, Quantity, Rate, Amount, Other Charges, Deduction, Reason, Remarks etc

8 PRODUCTION MANAGEMENT Forms Description Fields to be used Production Planning Production Order Direct Production Material Transfer Note ECN Engineering Change Note Production Planning can be run against customer s order / in house order. Here user can merge multiple order for same items to simplified production planning. Here 3M Planning can be run named Man Material and Machine. Through here system can run MRP 1 & MRP 2 level of planning. Production is depends on planning module. In this team wise and date wise production order will be generate as per planning. Batch No for ISO/ batch tracking for traceability. Concept of Theoretical Weight and Actual Weight in production and dispatch. Here Production department can change in BOM dynamically. For those organization who don t want to go for BOM, Planning, Production Order, Material Issue, Material Receipt. Here user have to mention Material Input and Material Output When department want to transfer produced material to other order then Material Transfer Note document will come in use. This form will come in picture when there is a change in Bill of Material under the case of Production Order released. Here user can alter the Bill of Material after production order generation Category, Date, Department, Planning by, Assembly Sub Assembly Items, Quantity, Tem, Start Date, End Date, Priority, Bought out items, stock, lead time, Machine, Job work Party etc Category, Date, Team Name, Batch, Production Item, Row material item, Quantity, Remarks, Note, Stage etc... Category, Department, Party, Team, Batch No, Input Item Name, Input Item Code, Input Quantity, Input Item Stock, Input Item Location, Output Item Name, Output Item Code, Output Quantity, Output Item Stock, Output Item Location, Attachments, Reminders Category, Product ID, Production New ID, Item Name, Item Quantity, Item Rate, Item Amount, Attachments, Reminders Team Name, Work Order Number, Job Number, Item Name, Production ID, Level, Planning Number, Drawing Number, Pending Quantity, Production Date, Priority, Process, Production Completion Date etc...

9 STORE MANAGEMENT Forms Description Fields to be used Material Requisition Material Issue Material Receipt Using this form user can request / generate indent of any material with required date and required item By this form issue material to production or any other department or party Using this form store department receive material from production or job work or from party. For woven / fabric system can generate auto roll number along with Barcode number. Material Return Using this form store department receive scrape material / other material which is return from production department or job work or from party Category, Date, Party, Department, Required Date, Required Item Name, Item Code, Required Quantity, Remark, Attachments, Reminders etc Category, Date, Party, Department, Item, Quantity, Location, Available Stock, Rate, Amount, Remark, Attachments, Reminders etc Category, Date, Party, Department, Item, Quantity, Location, Available stock, Rate, Amount, Remark, Attachments, Reminders etc Category, Date, Party, Department, Item, Quantity, Location, Available stock, Rate, Amount, Remark, Attachments, Reminders etc Job-Work Detail By this form company give job work to out side parties. Category, Date, Party, Item, Quantity, Rate, Amount, Challan No, Transport Detail, Remark, Attachment, Reminders etc Material Rejection In some cases material rejection possible for some defected material. Category, Date, Party, Item, Quantity, Rate, Amount, Challan No, Transport Detail, Remark, Attachment, Reminders etc Stock Transfer Transfer Stock form one location to other location Category, Date, Reason, From location, To location, Item, Stock, Remark, Attachments, Reminders etc

10 QUALITY MANAGEMENT Forms Description Fields to be used Inward QC Production QC Job-work QC In item master for any purchase item if QC required is on then every purchase case Inward QC Required before Inward entry In item master for any production item if QC required is on Production QC comes after assembly wise production entry. Inspection Offer & inspection done by customer or third party. This form comes at the time of job-work receipt entry if job work item QC required is on Category, Date, Inward No, Checked By, Item, QC Parameter, Parameter Value, Reading Reasult, Accept Quantity, Reject Quantity, Conditional Accept Quantity, Aconditional Accepr Reason, Remarks, Attachments, Reminders etc.. Category, Date, Production No, Checked By, Item, QC Parameter, Value, Reading Result, Accept Quantity, Reject Quantity, Conditional Accept Quantity, Condition, Remark, Attachments, Reminders etc Category, Date, Job-work No, Checked By, Item, QC Parameter, Value, Reading Result, Accept Quantity, Reject Quantity, Conditional Accept Quantity, Condition, Remark, Attachments, Reminders etc

11 CALIBRATION MANAGEMENT Forms Description Fields to be used Calibration Instrument Calibration Inward - Outward Using this form you can calibrate you measure your calibrate Limit Gauges, Gauges, Fixers, Multi Gauges and input the readings. Using this form you can calibrate you measure instrument and input the reading of those instrument. When your measuring instrument going outside from your organization and coming back to your organization then inward and outward will be given. Code of Gage, Type of Gage, Part No. Dimension, Reference, Supervisor, Item wise Parameter/Specification/Obeserval Dimension, Frequency, Inspector, and In-charge Code of Instrument, Range, Least Count, Make, Type of Instrument, Group, Location, Department, Supervisor, Instrument Master, Steps, Error List and Actual Observation. Unit From, Unit To, Department From, Department To, Supervisor From, Supervisor To, Code of Instrument, Type of equipment, Range, part No.

12 MACHINE MAINTENANCE Machine Maintenance Check List Break Down Recovery History Card Predictive/ Preventive/ Breakdown/ Shutdown Maintenance Checklists Equipment wise and shift wise. Equipment details with Tools and tackles required Spares required Procedures Do s and Don ts Manpower requirement Man hour requirement Breakdown analysis Equipment History & Failure Cost Spares Planning Individual Maintenance wise cost Breakdown Cost Calibration of tools and tackles

13 DISPATCH & SALES MANAGEMENT Forms Description Fields to be used Dispatch Instruction Delivery Challan Using this form you can dispatch your product to customer Sales Challan or delivery challan will be generate for transporter to delivery goods at customer s location Category, Date, Customer, Department, Location, Item, Quantity, Packing, Remarks, Attachments and reminders. Category, Date, Customer Name, Transporter, Driver, License No, LR No, LR Date, RTO Name, LIC No, Sample detail, Book At, Destination, Packing, Remarks, Attachments, Reminders etc Invoice Sales Return Sales Invoice entry for take account effect of sales and printing TAX/Retail Invoice for party For some cases it is possible that customer will return your sales material at that time you can use this form Category, Date, Customer, Sales Type, Credit Days, Form Type, Form No, Form Date, Item, Rate, Amount, Taxes, Overheads, Discounts, Other Charges, Remarks, Reminders Category, Date, Customer, Sales No, Item, Quantity, Rate, Amount, Charges, Return Reason, Remarks, Attachments, Reminders etc

14 SERVICE MANAGEMENT Forms Description Fields to be used Customer Complain Solution All the details regarding any type of complain from any client will be store over this module. All the solution or suggestion against each complain will be in this module. Customer Feedback All the feedback details about delivered product / service will be store in this module. Customer Visit Periodically visit at client site from our service engineer will be keep in this module. Category, Date, Customer, Complain Type, Complain Parameter, Frequency, Warranty Details, Remarks, Reminders, Attachments, etc Category, Date, Customer, Complain Type, Complain Parameter, Frequency, Solution Parameter, Service Engineer Name, Warranty Details, Remarks, Reminders, Attachments, etc General feedback fields Category, Customer Name, Visit Location, Visit Date, Feedback, Negotiation, Attachment, Reminders, etc

15 HR & PAYROLL MANAGEMENT HRD Man Power Planning Recruitment oadvertisement oconsultant odata Bank (Previous Resumes) ointerview Action Plan odirect Recruitment Training oinstitute oprogram otraining oplan oexecution Organization Prepare Organization View Reporting Structure View Organization Organization Chart Personnel Administration oemployee Details oleave Entitlement oloan/advance oemployee PF oemployee ESI Induction oprogram ochecklist (Task Wise) Probationers Evolutions Separation oacceptance Letter osettlement Detail oexit Interview Details oemployee s Gratuity oemployee s Superannuation Transfer Appraisal Promotion Salary Increment Temporary Staff Contractor ARS Shift Employee Master Shift Roster Attendance Uploading Control File Employee Calendar Manual Attendance Full Attendance Upload Attendance Department Wise OT Employee Wise OT Payroll Grade Wise Salary Structure Employee Wise Salary Structure Grade Wise Loan Structure Overtime Allocation Arrears Pre Payroll Activity Salary Processing Bonus Detail Full Final Salary Leave Encashment Medical Reimbursement Grade wise Bonus Processing

16 FINANCE MANAGEMENT Forms Description Fields to be used Bank Cash Journal Voucher Cr / Dr Note Contra Reconciliation In this form use Bank Receipt and Bank Payment entry with cost center, Profit Center, Party Bill Adjustment etc In this form use Cash Receipt and Cash Payment entry with cost center, Profit Center, Party Bill Adjustment etc For any expense or other voucher entry you can use this form Using this form company can give Credit or Debit note to any party For Transfer company s fund from Bank to Cash, Bank to Bank, Cash to Bank or Cash to Cash Reconciliation refers to a process that compares two sets of records to make sure they are in agreement. Daybook, Date, Voucher No, Ac Name, Amount, Deduction, Cheque No, Voucher Amount, TDS Amount, Cost Center, Profit Center, Bill No, Bill Date, Total Amount, Adjustment Amount, Balance Amount, Remarks, Reminders etc Daybook, Date, Voucher No, Ac Name, Amount, Voucher Amount, Cost Center, Profit Center, Bill No, Bill Date, Total Amount, Adjustment Amount, Balance Amount etc Daybook, Voucher No, Date, Narration, Account Name, Credit/Debit type, Remarks etc Daybook, Date, Voucher No, From Account, Narration, To Account, Narration, amount, Remarks etc Category, Date, Voucher No, Bank Acc, Cash Acc, Amount, Narration, Remarks etc Category, Date, Voucher No, Bank Acc, Cash Acc, Amount, Narration, Remarks etc

17 ANALYTICAL REPORTING

18 FEATURES OF SAFAL PLAST ERP Extrusion specific Bill Of Material for easy configuration and quicker implementation Eliminate errors and data duplication with centralized die specifications and plastic recipes Simple workflow optimized for Plastic business processes from quotes all the way to invoicing Provide PLC production control dashboards and data acquisition with scanners and touch screens Made-For-Plastic scheduling tools to guarantee on time delivery Improve overall quality through Real Time PLC machine monitoring to track rejects & Fax automation along with online client access portals to drive superior customer service Marketing & Sales Management Production Planning on Material /Man / Machine Inventory Management & Procurement Management Quality Control Management Currency Gain Loss Utility for Import & Export Plant Maintenance Finance Management Human Resource Management Calibration Management Bar Code / RFID Management MRP 1 & MRP 2 Management Schedule wise Production Planning Management Online Order Integration

19 ADVANTAGES OF SAFAL PLAST ERP User Friendly Highly Configurable Integrated Window Based Server - Client Quick return on Investment Reduce burden of Paper work User Friendly Eye Catching Screen Layout Summarized view of critical parameters of your entire business at a glance Multi Currency Operation Multi Company Enabled Multi Field Search Facility Multi User Login with User Right Management Ability to share data across various departments in an organization Graphical Representation of Reports Alerts on SMS with Auto Responder Dynamic Tax & Charges Calculation Facility Data Security and User Log Management User Friendly Screen Layouts ISO Required Report Generation* TS Required Report Generation* Data Entry Authorization

20 SAFAL is a registered trademark of Safal Infosoft Pvt. Ltd. All other product names are trademark of the respective manufacturers. This document is intended for information purpose only. Content are subject to change without notice and not warranted to be error-free SAFAL INFOSOFT PVT. LTD. INDIA: Ahmedabad Mumbai Hyderabad Kolkata OVERSEAS: MALAYSIA KENYA TANZANIA Find us here: